Sales Account Manager (San Jose) (1752)

Purpose of Position:

• Primarily field-based in the San Jose area*

The Account Manager will be the primary point of contact for brokers for a variety of administrative issues. Connecting with key business executives and stakeholders is pivotal. This position will communicate with brokers on a regular basis; developing a trusting/productive relationship with them to assure revenue retention. Account Managers will also answer queries and identify new business opportunities among existing customers. Account Managers will liaise with cross-functional internal teams (including Customer Service and Sales) to improve the entire customer experience.

Essential Functions:

• Oversee a portfolio of assigned agencies and actively manage and develop relationships
• Operate as lead point of contact for any and all matters specific to your accounts
• Building and maintaining strong long-lasting relationships
• Schedule monthly, quarterly and annual partner meetings to ensure confidence in our program through education and trainings
• Ensure the timely and successful delivery of our solutions according to customer needs and objectives
• Respond to inquiries from clients within timeframes assigned
• Clearly communicate the progress of accounts to senior management and make recommendations to progress further relationship and success of each accounts
• Advise brokers of any service disruptions and inform of next steps
• Manage the installation and implementation process for new and existing accounts to explain benefit contract provisions and utilization procedures
• Develop strategies to increase member loyalty to produce net growth results on all agency book of businesses
• Responsible for effective communication and coordination within internal team and brokers
• Facilitates communications between functional leaders and subject matter experts. Liaison between brokers and the internal operations staff
• Oversees resolution of issues among service partners as needed
• Occasional on-site attendance and punctuality are essential functions of the job
• Performs other business tasks or functions as assigned

Knowledge, Skills & Abilities Required:

• Previous account management and healthcare benefits experience a plus
• Strong leadership and interpersonal and consultative skills needed to effectively manage clients
• Strong written and verbal communication skills
• Ability to work independently and assess situations quickly, making logical and appropriate decisions
• Ability to multi-task and effectively work in a fast paced environment; must meet deadlines
• Self-motivated, requiring little or no supervision; flexible, team player, able to motivate others
• Proficiency in MS Office tools including: Outlook, Word, Excel and PowerPoint
• Possess excellent facilitation skills
• Develop and maintain effective business relationships with clients and functional management
• Professional in attitude and appearance
• Strong analytical, problem solving skills
• Excellent organizational, planning and prioritization skills
• Bilingual is suggested but not required

Educational Requirements:

• High School Diploma or equivalent required.
• College degree or a minimum of 3 years related business/industry experience required
• C/E courses in HIPAA, COBRA or FSA a plus

Physical Requirements:

Travel required; must be able to lift suitcases/briefcases when necessary. Must be able to sit for extended periods of time and occasional standing and walking. Must have adequate hearing for phone work. Vision requirements include close vision and the ability to adjust focus. Must be able to communicate effectively in English. Must be able to use a keyboard and other office equipment. Ability to lift up to 10 pounds occasionally.